Summit Financial Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CO-DIAGNOSTICS INC | $6.7K | 0.0% |
| Aurora Innovation, Inc. | $46.1K | 0.0% |
| Venture Global, Inc. | $97.8K | 0.0% |
| FORD MOTOR CO | $143.3K | 0.0% |
| NUVEEN AMT FREE QLTY MUN INC | $190.7K | 0.0% |
| SYSCO CORP | $201.5K | 0.0% |
| CAPITAL ONE FINANCIAL CORP | $201.6K | 0.0% |
| AMERICAN CENTY ETF TR | $214.7K | 0.0% |
| RIO TINTO PLC | $216.3K | 0.0% |
| Medtronic plc | $216.4K | 0.0% |
| CANADIAN NAT RES LTD | $217.6K | 0.0% |
| SPDR SERIES TRUST | $220.1K | 0.0% |
| TIMKEN CO | $220.3K | 0.0% |
| LOWES COMPANIES INC | $220.9K | 0.0% |
| Cboe Global Markets Inc | $222.6K | 0.0% |
| LINCOLN NATIONAL CORP | $222.7K | 0.0% |
| BlackRock, Inc. | $224.8K | 0.0% |
| SCHWAB CHARLES CORP | $228.1K | 0.0% |
| EOG RESOURCES INC | $229.4K | 0.0% |
| DWS Municipal Income Trust | $230.9K | 0.0% |
| BlackRock Municipal 2030 Target Term TrustBTT | $231.6K | 0.0% |
| NOMURA ETF TR | $234.4K | 0.0% |
| SPDR S&P MIDCAP 400 ETF TR | $237.0K | 0.0% |
| ALTRIA GROUP, INC. | $238.3K | 0.0% |
| United Parcel Service Inc | $241.6K | 0.0% |
| KIMBERLY CLARK CORP | $246.7K | 0.0% |
| CATERPILLAR INC | $250.9K | 0.0% |
| NetApp Inc | $257.3K | 0.0% |
| GENERAL MILLS INC | $258.6K | 0.0% |
| ALLSTATE CORP | $260.0K | 0.0% |
| Archrock Inc | $260.2K | 0.0% |
| ABBOTT LABORATORIES | $260.9K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $261.7K | 0.0% |
| iShares MSCI UAE ETF | $261.8K | 0.0% |
| Regions Financial Corp | $262.5K | 0.0% |
| GENERAL DYNAMICS CORP | $262.6K | 0.0% |
| Genesis Energy LP | $263.8K | 0.0% |
| SPROTT ASSET MANAGEMENT LP | $264.2K | 0.0% |
| Hewlett Packard Enterprise Co | $264.8K | 0.0% |
| SCHWAB STRATEGIC TR | $268.2K | 0.0% |
| ISHARES TR | $268.9K | 0.0% |
| Phillips 66 | $281.5K | 0.0% |
| REALTY INCOME CORP | $286.4K | 0.0% |
| Catalyst Bancorp, Inc. | $286.6K | 0.0% |
| ENBRIDGE INC | $290.8K | 0.0% |
| FIRST TR EXCHANGE TRADED FD | $292.9K | 0.0% |
| CORNING INC /NY | $298.9K | 0.0% |
| LINDE PLC | $299.3K | 0.0% |
| FIDELITY COVINGTON TRUST | $300.3K | 0.0% |
| AFLAC INC | $303.4K | 0.0% |